Cedar Brook Financial Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Cedar Brook Financial Partners’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,381	Closed	-$208K	–	434
2023 Q3	$208K	Buy	8,381 +102	+1%	+$2.53K	0.05%	340
2023 Q2	$205K	Buy	8,279 +88	+1%	+$2.18K	0.05%	381
2023 Q1	$203K	Buy	8,191 +55	+0.7%	+$1.36K	0.05%	365
2022 Q4	$201K	Buy	+8,136	New	+$201K	0.06%	355

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cedar Brook Financial Partners's IBTD Position: Q4 2023 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 8,381 shares — an estimated $208K sold.

Cedar Brook Financial Partners first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $208K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Cedar Brook Financial Partners reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 8,381 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $208K.
Cedar Brook Financial Partners first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Cedar Brook Financial Partners's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $208K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2023, filed 12 Jan 2024.